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BKS Advisors’s Wells Fargo WFC Stock Holding History

BKS Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,587
Closed -$143K – 222
2017
Q3 		$143K Buy
+2,587
New +$138K 0.06% 203
2017
Q1 		– Sell
-5,027
Closed -$277K – 208
2016
Q4 		$277K Buy
5,027
+357
+8% +$18K 0.13% 142
2016
Q3 		$207K Hold
4,670
– – 0.1% 160
2016
Q2 		$221K Hold
4,670
– – 0.11% 159
2016
Q1 		$226K Sell
4,670
-200
-4% -$9.79K 0.12% 153
2015
Q4 		$265K Buy
4,870
+200
+4% +$10.9K 0.14% 120
2015
Q3 		$240K Hold
4,670
– – 0.13% 121
2015
Q2 		$263K Sell
4,670
-106
-2% -$5.91K 0.13% 118
2015
Q1 		$260K Buy
+4,776
New +$258K 0.12% 119

Other funds holding WFC

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BKS Advisors's WFC Position: Q4 2017 in Review

BKS Advisors sold out of Wells Fargo (WFC) in Q4 2017, closing a stake of 2,587 shares — an estimated $143K sold.

BKS Advisors first reported a position in WFC in Q1 2015 and held it in 9 quarters. The position peaked at $277K in Q4 2016. 2,053 funds tracked by Wall St. Rank hold WFC as of Q4 2017.

  • BKS Advisors reported no remaining Wells Fargo position as of Q4 2017 after selling out during the quarter.
  • BKS Advisors sold 2,587 Wells Fargo shares in Q4 2017, an estimated $143K.
  • BKS Advisors first reported a position in Wells Fargo in Q1 2015 and held it in 9 quarters.
  • BKS Advisors's Wells Fargo position peaked at $277K in Q4 2016.
  • 2,053 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2017.

Based on BKS Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.